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LCBOX vs VIVAX
LCBOX vs VIVAX Comparison
Open Charts LCBOX vs VIVAX
ClearBridge Dividend Strategy 1
Price$30.21
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
LCBOX vs VIVAX Comparison Chart
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LCBOX vs. VIVAX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBOX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LCBOX (8.41B). VIVAX pays higher dividends than LCBOX: VIVAX (2.25) vs LCBOX (1.44). LCBOX was incepted earlier than VIVAX: LCBOX (14 years) vs VIVAX (32 years). LCBOX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). LCBOX has a lower initial minimum investment than VIVAX: LCBOX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 18.19 vs. LCBOX (10.33). VIVAX return over 5 years is better than : 44.18 vs. LCBOX (23.10).
| LCBOX | VIVAX | LCBOX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 1.854 | 3.194 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 184B | 5% |
| Annual Yield % from dividends | 1.44 | 2.25 | 64% |
| Returns for 1 year | 10.33 | 18.19 | 57% |
| Returns for 3 years | 5.41 | 18.46 | 29% |
| Returns for 5 years | 23.10 | 44.18 | 52% |
| Returns for 10 years | 66.68 | 111.10 | 60% |
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